Alexander Collins is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at HCR Wealth Advisors in Los Angeles and previously held positions at Amgen and Starlight Marine Services. Collins also attended California Maritime Academy. HCR Wealth Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental and technical analysis with both long- and short-term strategies, managing nearly $2 billion in assets across ten advisors.

Debra Fukawa is a financial advisor at Pasadena Private Wealth, LLC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America N.A., and Pensionmark Securities, LLC. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities. The firm offers discretionary and non-discretionary asset management, financial planning, retirement plan consulting, and acts as manager or general partner for private funds, employing a model-driven investment process that includes fundamental analysis and long-term portfolio construction.

Kim Ibrahim is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Prior to that, he worked at Grant Tani Barash & Altman, Inc. beginning in 2000. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.

James Whiting is a CFP® and Series 65 credentialed advisor at Cheviot Value Management, LLC with eight years of industry experience. He has worked at Cheviot Value Management since 2018 and previously spent over two decades at Campbell Hall. Cheviot Value Management is a privately owned registered investment adviser serving individuals, trusts, retirement plan participants, charitable organizations, and certain institutional clients. The firm employs a value-oriented investment approach grounded in fundamental analysis and manages approximately $1.17 billion in client assets.

Mitra Shahi is an advisor at Wealth Management Partners, LLC with no prior industry experience. She has been with Wealth Management Partners since 2026 and held roles at Pesar Corp and Dapa Corp before that. Wealth Management Partners serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing discretionary asset management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental, technical, and quantitative investment approaches and actively uses derivatives, margin, and digital asset advisory services.

Xi Yao is a financial advisor at Globalink Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with Transpacific Financial, Inc. as a fixed life insurance agent. Globalink Wealth Management offers hourly and fixed-fee financial planning along with discretionary and non-discretionary portfolio management to a diverse client base, including individuals, trusts, and business entities. The firm employs various investment strategies, ranging from long-term holdings to active trading, and provides access to third-party managers while maintaining affiliations with a FINRA-registered broker-dealer.

Carol O'Boyle is a CFP® and holds a Series 65 license, with six years of industry experience. She has been with O'Boyle Wealth Management, Inc. since 2013. O'Boyle Wealth Management serves individuals, trusts, employer retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs individualized discretionary management with a range of investment tools and strategies, including wrap and non-wrap accounts, and manages held-away retirement accounts through a service agreement with Pontera.

Mark Gleason is a CFA® charterholder with 28 years of industry experience. He has been with WESCAP Group in Glendale, CA since 1993. WESCAP Group provides discretionary and non-discretionary wealth management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines strategic and tactical asset allocation with global diversification and a value-oriented approach, and also manages a private pooled investment vehicle, Hedgecap Partners, L.P.

Kara Boccella is a financial advisor at Serenus Wealth Advisors, LLC with 15 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Camden Capital, LLC for ten years. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients, offering comprehensive portfolio management alongside standalone financial planning and consulting. The firm employs a diverse analytical approach to investment management and combines direct portfolio management with the use of sub-advisors and institutional custody platforms.

Aidan Perry is a financial advisor at Stonemark Wealth Management with a Series 65 designation and three years of industry experience. He served in the United States Marine Corps Reserve from 2018 to 2022 and attended the University of San Diego during the same period. Stonemark Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of fundamental and technical analysis and employs strategies including covered-call and put-writing options, as well as leveraged and inverse ETFs to tailor portfolios according to client objectives and risk tolerance.

David Barr is a CFP® with four years of industry experience, currently affiliated with California Financial Partners, Inc. He has previously worked at LPL Financial, LLC, and has experience outside finance in roles at Rancho Grande Cantina and the Parkhill School District. California Financial Partners, Inc. provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm follows a structured planning process, focusing on fundamental analysis and public research, and does not manage client assets or engage in discretionary portfolio management.

Wende Headley is a CFP® professional with 12 years of industry experience, currently serving at Quantum Financial Advisors, LLC since 2022. Prior to joining Quantum, she spent nine years at Abacus Wealth Partners. Quantum Financial Advisors provides portfolio management, financial planning, and retirement plan consulting to individuals, high net worth families, trusts, estates, employer retirement plans, and other business entities. The firm employs an asset-class, rules-based investment process with a focus on mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable investment approach.

Jeffrey Mortimer is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Elyxium Wealth LLC. He worked for BNY Mellon Wealth Management for ten years before a two-year sabbatical, then joined Elyxium Wealth where he also manages family office services through Elyxium Family Office, LLC. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multi-strategy investment process spanning traditional and alternative assets and manages special purpose vehicles to give clients indirect exposure to privately held companies.

Michael Provenzano is a financial advisor at Grant Tani Barash & Altman, LLC with a Series 65 designation and one year of industry experience. He has been with Grant Tani Barash & Altman since 2018 and previously worked at PricewaterhouseCoopers LLP from 2016 to 2018. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, private foundations, corporations, and partnerships. The firm offers bundled business-management services alongside investment recommendations and due diligence, focusing on customized asset allocation and multi-family office liaison roles.

David Hindler is a financial advisor with HCR Wealth Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with HCR Wealth Advisors since 2019 and is also president and owner of Brentwood Alliance Financial and Insurance Services, Inc., and Hindler Financial Services, Inc. HCR Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm implements individualized investment policies through a combination of fundamental and technical analysis and manages nearly $2 billion in client assets across ten advisors.

Shayan Lankarani is a financial advisor at O'Boyle Wealth Management, Inc. in Beverly Hills, CA, holding a Series 65 designation with four years of industry experience. Prior to joining O'Boyle Wealth Management in 2022, he worked in the automotive service and credit repair industries. O'Boyle Wealth Management serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and held-away retirement account management. The firm uses a personalized, discretionary investment approach with diversified asset allocation and offers both wrap and non-wrap management arrangements.

Marife Callanta is a financial advisor at Atlantic Investments, a Registered Investment Advisor, Inc., based in Los Angeles, CA. She holds two years of industry experience, including her current role at Atlantic Investments and prior tenure at Kaiser Permanente spanning 35 years. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm does not manage client assets directly but offers comprehensive planning services and periodic account reviews, incorporating fundamental, technical, and cyclical analysis.

Shawn Landis is a CFP® professional with 18 years of industry experience, currently serving at HCR Wealth Advisors since 2014. He holds a Series 66 designation and is based in Los Angeles, CA. HCR Wealth Advisors offers discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both fundamental and technical analysis to implement customized investment policies and manages nearly $2 billion in client assets across a team of ten advisors.

Richard Holtz is a financial advisor at Ocean Park Capital Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Ocean Park Capital Management since 1999. Outside of his advisory role, he is the Racing Manager for Broad Racing LLC, where he is involved in buying, selling, and racing horses. Ocean Park Capital Management provides investment management exclusively to pooled investment vehicles, focusing on fundamental research to identify early inflection points. The firm employs an aggressive trading style that includes short-term trading, short sales, options, and opportunistic use of leverage, managing portfolios on a discretionary basis within broad fund mandates.

Simon Hobbs is a financial advisor at California Financial Partners, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, LLC since 2018. He was previously involved with Silver Ring Productions LLC, a business entity used for investment purposes. California Financial Partners provides financial planning and consulting services to individuals, business entities, and pension and profit-sharing plans. The firm utilizes a structured planning process and fundamental analysis, focusing on planning rather than discretionary portfolio management.